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Rory O'Brien Email & Phone Number
Head Private Wealth Management
at
Baker Tilly
1 work email found
@holbornassets.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Head Private Wealth Management
Location
Ireland
Company size
Who is Rory O'Brien? Overview
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Quick answer
Rory O'Brien is listed as Head Private Wealth Management at Baker Tilly, a with 43 employees, based in Ireland. AeroLeads shows a work email signal at holbornassets.com and a matched LinkedIn profile for Rory O'Brien.
Rory O'Brien previously worked as Senior Financial Advisor at Clear Financial and Senior Financial Advisor at Irish Pensions & Finance. Rory O'Brien studied at Dublin Business School.
Company email context
Email format at Baker Tilly
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{first}@holbornassets.com
86% confidence
AeroLeads found 1 current-domain work email signal for Rory O'Brien. Compare company email patterns before reaching out.
Profile bio
About Rory O'Brien
I am delighted to say that as of February 2021 I have joined award winning Clear Financial as a Senior Financial Advisor. With over 23 years experience in Financial Services and having spent 15 of this years specialising in the Civil and Public Sector Defined Benefit Schemes the time was right for me to make a change and I look forward to sharing what I hope will be useful, simple and practical information over the coming months.I have always believed in working closely with clients to provide a clear roadmap to help them achieve their financial goals. I've been happy to share the knowledge over the years and look forward to continuing to do so in the future.As a truly impartial adviser I am well positioned to advise you on what to expect when you retire and can discuss your options both Pre and Post Retirement. I can also guide you on what you may need to consider to look after you and your family should something unforeseen happen.Customer service and integrity are paramount to me and I have a real passion when working on behalf of clients. Given the changing environment over the last 12 months I believe that now more than ever clients need a broker they can rely on and have been keeping clients up to date with regular Online Zoom and Video Calls.
Current workplace
Rory O'Brien's current company
Company context helps verify the profile and gives searchers a useful next step.
Baker Tilly
11 roles · 27 years
Rory O'Brien work experience
A career timeline built from the work history available for this profile.
Head Private Wealth Management
Private Financial Planning to Corporates and Individuals in the Public and Private Sectors
Senior Financial Advisor
Senior Financial Advisor
Advising Public and Civil Servants, Garda, RACO Army Officers, HSE Employees on a wide range of options regarding their main scheme entitlements and strategic pension enhancement planning.
Jun 2014 - Feb 2021
Property Finance Pension And Investments
Advising clients on a wide range of financial services. I provide advice and planning on efficient pension strategies that my clients can understand and relate to. Provide access to development finance including the use of pension money to purchase properties. Unit Trusts for collective schemes and day to day household financial planning.
Jan 2014 - Feb 2021
Senior Executive Financial Planner
Working with my colleagues at Moneycoach.ie incorporating Irish Mortgage Corporation, Irish Pensions Corporation & Insuresave.ie I provide a wide range of financial services across these sectors on an independent basis.We strive to help our clients achieve their personal financial goals and work with them on an on-going basis to ensure that they are on the right path.
Nov 2012 - Dec 2013
Private Equity, Investment Finance, Pension Transfers & Equity Investments
I negotiated on behalf of my clients with traditional Financial Institutions and Private Venture Capitalists to arrange tailor-made financial solutions for them.Portfolio Bond restructuring using up-to-date Client Risk Modelling solutions.I also provided group employee benefit packages and private Off-Shore Investments packages to reduce risk of wealth erosion.
Sep 2011 - Nov 2012
Irish Pension Transfers & Sipp Investment
The transfer of personal pensions fom Ireland to off-shore UK is going to be the single biggest shakeup over the next 5 years and Investors take up the numerous tax advantages available to them offshore. This is a specialised area and to see if this can be to your benefit just get in touch
Sep 2011 - Nov 2012
Sep 2011 - Nov 2012
Senior Associate
Dealing with Public Servants in relation to their Pensions Entitlements and other financial needs.
Mar 2004 - Aug 2011
Mortgage Broker
Money Matters
Arranged finance for-Home Purchase-Commercial Property-Investments Property-Development Finance
2000 - 2001
~1 yr
4 education records
Rory O'Brien education
Education record
Education record
Dit Mountjoy Square
Leaving Cert, Business
Tallaght Community School
Education record
Scoil Aengus
FAQ
Frequently asked questions about Rory O'Brien
Quick answers generated from the profile data available on this page.
What company does Rory O'Brien work for?
Rory O'Brien works for Baker Tilly.
What is Rory O'Brien's role at Baker Tilly?
Rory O'Brien is listed as Head Private Wealth Management at Baker Tilly.
What is Rory O'Brien's email address?
AeroLeads has found 1 work email signal at @holbornassets.com for Rory O'Brien at Baker Tilly.
Where is Rory O'Brien based?
Rory O'Brien is based in Ireland while working with Baker Tilly.
What companies has Rory O'Brien worked for?
Rory O'Brien has worked for Baker Tilly, Clear Financial, Irish Pensions & Finance, Orca Financial, and Moneycoach.Ie.
How can I contact Rory O'Brien?
You can use AeroLeads to view verified contact signals for Rory O'Brien at Baker Tilly, including work email, phone, and LinkedIn data when available.
What schools did Rory O'Brien attend?
Rory O'Brien studied at Dublin Business School.
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